SCHMIDT P J INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

The combined use of Fundamental Analysis, Technical Analysis, Cyclical Analysis, Qualitative Analysis and Asset Allocation is intended to gain the advantages of each method while limiting the risk of solely relying on a single approach.

Fundamental Analysis. W e attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is attractively priced for purchase or overpriced (indicating it may be time to sell).

SCHMIDT P J INVESTMENT Portfolio Concentration

SCHMIDT P J INVESTMENT Location

SCHMIDT P J INVESTMENT Contact Information

Phone Number: 262-377-0484
Fax Number: 262-375-9250
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